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Investors / stance tracking

What Cathie Wood is saying

CEO & CIO, ARK Invest

141 dated public stances tracked since 2019-02-28, most recently 2026-08-18. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.

The stances below are c8alpha's editorial distillation of Cathie Wood's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Cathie Wood is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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141
tracked stances
82
themes
3
side flips
2026-08-18
last heard
Returns  90d +7.9% (n=77) · 180d +7.2% (n=73) · 1y +18.6% (n=39)

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.

View flips

Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.

SPX — bearish2024-09-05 → bullish2026-08-10
GOLD — bullish2024-09-05 → bearish2026-02-07
ENERGY — bearish2022-12-31 → bullish2023-01-05

Most-argued themes

ThemeStancesLeanMixLast
BITCOIN1313 bullish2026-07-02
TSLA1313 bullish2026-08-10
ENERGY65 bullish / 1 bearish2026-03-10
ARK55 bullish2026-01-16
Long Dur Treasuries55 bullish2026-08-08
PLTR55 bullish2026-08-18

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2026-08-18 ROBO-TAXI / AUTONOMOUS VEHICLE ECOSYSTEM bullish Cathie Wood · video
Autonomous vehicles represent the convergence of robotics, energy storage, and AI into a winner-take-most market ARK estimates will exceed $10 trillion in global revenue within 5–10 years, with the first mover commanding a dominant share similar to Uber vs…
“the robo-taxi world altogether, global, the entire ecosystem is going to be north of a $10 trillion revenue industry within the next 5 to 10 years”
#136 - Cathie Wood: Not Another 1999
2026-08-18 HUMANOID ROBOTS bullish Cathie Wood · video
Humanoid robotics will be a market double the size of robo-taxis (implying $20T+) driven by the same AI and energy-storage convergence, with the S-curve still early and costs rapidly declining
“humanoid robots — double that or more, maybe a little further out in terms of reaching those numbers”
#136 - Cathie Wood: Not Another 1999
2026-08-18 GENOMIC SEQUENCING / MULTIOMICS HEALTHCARE bullish Cathie Wood · video
DNA sequencing costs have collapsed from $2.7 billion per genome in 2003 to under $100 today following a 40%-per-cumulative-doubling Wright's Law curve, and the combination of single-cell sequencing, AI-driven mutation detection, and CRISPR gene editing means…
“we are on the threshold of a healthcare revolution”
#136 - Cathie Wood: Not Another 1999
2026-08-18 PLTR bullish Cathie Wood · video
Platform-as-a-service players like Palantir sit in the tier of the AI tech stack that will displace legacy SaaS because enterprises can train on proprietary data they won't share, creating a winner-take-most dynamic that one-size-fits-all SaaS cannot match
“platform as a service — Palantir, OpenAI, Anthropic, xAI we would put in there”
#136 - Cathie Wood: Not Another 1999
2026-08-18 DRAM bearish Cathie Wood · video
Memory is the most cyclical and commoditized segment of the semiconductor food chain, inference-focused chip startups (Cerebras, Groq) are actively engineering out the need for high-bandwidth memory, and today's elevated HBM prices are an invitation for SK…
“when prices triple or quadruple in technology, that is not the normal state — that's actually a negative”
#136 - Cathie Wood: Not Another 1999
2026-08-18 TRADITIONAL AUTOMAKERS bearish Cathie Wood · video
Legacy automakers' business models are structurally misaligned with an electric and autonomous world — they're already restructuring and consolidating, and when robo-taxis scale the disruption will be sudden ('slowly, slowly, then all at once')
“most of the auto industry is in that world right now...their models aren't set up for this new world”
#136 - Cathie Wood: Not Another 1999
2026-08-18 TRADITIONAL SAAS bearish Cathie Wood · video
Legacy SaaS is structurally being displaced by platform-as-a-service because SaaS is one-size-fits-all while enterprises increasingly demand AI trained on their own proprietary data
“SaaS — they're going to be usurped importantly by platform as a service”
#136 - Cathie Wood: Not Another 1999
2026-08-10 TSLA bullish Cathie Wood · video
Tesla's robotaxi platform will account for 90% of its value in five years, and even halving ARK's robo-taxi roll-out assumptions still produces a compelling compound annual return from current levels.
“even if you cut our expectations for robo taxi in half, Tesla would still deliver a very nice compound annual rate of return over the next five years”
How to Invest in the World’s Best Private Companies before IPO | Cathie Wood
2026-08-10 KALSHI (PRIVATE PREDICTION MARKETS) bullish Cathie Wood · video
Kalshi has a decisive US regulatory moat via CFTC clearance that competitors like Polymarket lack, survived the loss of 60% of volume when Robinhood departed, and posted explosive growth during the 2026 World Cup; Wood believes the financial-markets use case…
“we believe it could scale to the size the derivatives markets are, which is trillions and trillions of trading dollars per day”
How to Invest in the World’s Best Private Companies before IPO | Cathie Wood
2026-08-10 OPENAI (PRIVATE) bullish Cathie Wood · video
Closed frontier LLMs are winner-take-most; OpenAI is one of a handful of leaders and a core vibe-coding platform enabling the next wave of non-professional developers, making early-stage ownership via the ARK Venture Fund compelling.
“we were very early in OpenAI and Anthropic and xAI”
How to Invest in the World’s Best Private Companies before IPO | Cathie Wood
2026-08-10 REPLIT (PRIVATE) bullish Cathie Wood · video
Replit pioneered vibe coding and already has 25–30 million users worldwide — exceeding the entire global pool of ~20–25 million professional developers — which demonstrates massive, unpenetrated demand for natural-language app development from non-coders.
“it alone has somewhere between 25 and 30 million users now in the entire world”
How to Invest in the World’s Best Private Companies before IPO | Cathie Wood
2026-08-10 ANTHROPIC (PRIVATE) bullish Cathie Wood · video
Frontier closed LLM with Claude as a leading vibe-coding interface; closed models are holding the frontier as open-source alternatives are primarily China-sourced, giving Anthropic a structural adoption advantage with businesses that won't share data with…
“the closed models have remained at the frontier”
How to Invest in the World’s Best Private Companies before IPO | Cathie Wood
2026-08-10 XAI (PRIVATE) owns Cathie Wood · video
Early-stage stake in one of the three frontier closed LLM players; now part of the broader SpaceX/Musk ecosystem, giving it infrastructure scale advantages in the winner-take-most LLM market.
“we were very early in OpenAI and Anthropic and xAI”
How to Invest in the World’s Best Private Companies before IPO | Cathie Wood
2026-08-10 SPX bullish Cathie Wood · video
AI and the five major innovation platforms (robotics, energy storage, AI, blockchain, multi-omics) are triggering a productivity-led economic boom that will simultaneously accelerate real GDP growth and push inflation well below consensus — possibly to the…
“I think we're back and it is because Trump is pursuing tax cuts as did Reagan… deregulation, massive deregulation”
How to Invest in the World’s Best Private Companies before IPO | Cathie Wood
2026-08-08 Long Dur Treasuries bullish Cathie Wood · video
Truflation's 1.5% core reading combined with weak payrolls means the Fed will not tighten, and the yield curve may revert to a persistently negative Industrial Revolution-style regime where long yields average 100 bps below short rates
“the yield curve actually was negative more than half the time...we might be going back to that”
Cathie Wood: The Fed Will Not Tighten In '26 | In The Know
2026-08-08 SEMICONDUCTOR / AI INFRASTRUCTURE EQUITIES bullish Cathie Wood · video
Fears about AI capex fatigue are overblown; LLM token consumption volume is recovering after a 'token-maxing backlash' dip, and the non-defense capital goods cycle has broken through 25 years of historical resistance signaling an extended AI investment…
“the fears in the market about AI hype are overblown to some extent”
Cathie Wood: The Fed Will Not Tighten In '26 | In The Know
2026-08-08 OIL bearish Cathie Wood · video
UAE exiting OPEC and pumping at a record 4.1 million bbl/day signals producers believe oil prices have peaked, while structural demand erosion from autonomous and electric transportation will produce a large supply glut
“I do believe the oil price is going to go down quite significantly”
Cathie Wood: The Fed Will Not Tighten In '26 | In The Know
2026-08-08 MAG 6 LARGE-CAP TECH bullish Cathie Wood · video
Despite the S&P near all-time highs, the Mag 6 currently trades at valuation multiples as low as the top five tech stocks at the 2003 post-bubble trough, making today's prices far more defensible than dot-com-era levels
“that valuation today is as low as the valuation...at the bottom in 2003”
Cathie Wood: The Fed Will Not Tighten In '26 | In The Know
2026-08-08 long BITCOIN / short GOLD ratio Cathie Wood · video
Bitcoin is finding its legs versus gold as on-chain indicators turn positive and agentic commerce creates structural payment demand for Bitcoin, while gold faces secular downside in a deflationary boom where hawkish inflation policy erodes its appeal
“Bitcoin relative to gold, finding its legs”
Cathie Wood: The Fed Will Not Tighten In '26 | In The Know
2026-07-02 USD owns Cathie Wood · video
Deregulation and corporate tax cuts are raising return on invested capital in the US relative to abroad, and the unmatched innovation ecosystem (SpaceX, OpenAI, Anthropic IPOs incoming) is drawing global capital back to the US
“we are dollar positive as I've mentioned on many calls”
This Jobs Report Screams Recession. Why We Disagree | ITK With Cathie Wood
2026-07-02 OIL bearish Cathie Wood · video
Transportation electrification across robo-taxis, trucks, and drones is reducing oil demand at the margin while Hormuz opening adds supply, making a multi-year deflationary environment for oil likely
“the bull case for oil is diminishing quite significantly”
This Jobs Report Screams Recession. Why We Disagree | ITK With Cathie Wood
2026-07-02 BITCOIN bullish Cathie Wood · video
Bitcoin appears to have completed a bottoming process on a BTC/gold ratio basis and is positioned to resume its broad structural uptrend as gold weakens and innovation assets re-rate
“we believe that it has bottomed and will resume the very volatile but broad uptrend”
This Jobs Report Screams Recession. Why We Disagree | ITK With Cathie Wood
2026-07-02 Long Dur Treasuries bullish Cathie Wood · video
Trueflation's real-time reading of 1.75% headline inflation is less than half the official 4.2% CPI, and the yield curve is flattening as it did during the Industrial Revolution when technology drove deflation, pointing to a breakdown in the 10-year yield
“we think there could be a breakdown in the Treasury yield”
This Jobs Report Screams Recession. Why We Disagree | ITK With Cathie Wood
2026-07-02 long SPX / short GOLD pair Cathie Wood · video
In a technology revolution driven by AI convergence, equities represent real wealth creation while gold's safe-haven premium should compress, pushing the S&P/gold ratio far higher from current recovery levels
“we think it has far to go in this technology revolution”
This Jobs Report Screams Recession. Why We Disagree | ITK With Cathie Wood
2026-05-06 TSLA bullish Cathie Wood · video
Tesla's vertical integration gives it the lowest cost structure in robo-taxi (~25 cents/mile vs Waymo's ~50% higher costs by 2030), and its platform will host others in the autonomous vehicle ecosystem
“Tesla's vertically integrated and has created the platform upon which others will build their companies”
90d -17.9%
SpaceX IPO 'Will Be Volatile' Says Ark Invest's Cathie Wood
2026-05-06 USDT bullish Cathie Wood · video
US deregulation under the current administration and the GENIUS Act create conditions for stablecoins to become a major part of the new financial order, and ARK has invested in Circle to capture this
“this is creating a new financial world order...we do think USAT has a shot”
SpaceX IPO 'Will Be Volatile' Says Ark Invest's Cathie Wood
2026-05-06 AMD bullish Cathie Wood · video
AMD is ARK's third-largest holding and benefits from the shift toward CPU activation in AI inference, with Lisa Su projecting the GPU-to-CPU ratio moving from 4-5:1 toward 1:1
“people are going to be really shocked at how Agility AI activates CPUs and inference generally activates CPUs”
90d +23.1%
SpaceX IPO 'Will Be Volatile' Says Ark Invest's Cathie Wood
2026-05-06 CPU bullish Cathie Wood · video
AI inference workloads are shifting toward CPUs alongside GPUs, reviving legacy chip and electronics manufacturing companies that were previously left behind
“I think that has been the sleeper and you see Intel has taken off”
SpaceX IPO 'Will Be Volatile' Says Ark Invest's Cathie Wood
2026-04-10 USD bullish Cathie Wood · video
Foreign direct investment flowing into the US, combined with capital-friendly tax policy and deregulation, raises relative US returns and is dollar-positive, pushing DXY higher against consensus expectations of dollar decline
“we agree that it is going to go up mostly because of foreign direct investment and our capital-friendly, business-friendly, tax policies”
90d +3.4%
Is AI Winning The War On Inflation? | ITK With Cathie Wood
2026-04-10 Long Dur Treasuries bullish Cathie Wood · video
Middle East commodity pressures will ease as supply-side responds, and AI-driven productivity gains will suppress inflation expectations, causing 10-year Treasury yields to fall and surprise markets to the downside
“we're probably going to be surprised at interest rates coming down as opposed to going up”
90d -1.2%
Is AI Winning The War On Inflation? | ITK With Cathie Wood
2026-04-10 CONSUMER GOODS COMPANIES bearish Cathie Wood · video
Core PPI is rising faster than CPI, meaning consumer goods companies cannot pass cost increases to end consumers whose sentiment and affordability are already stressed, compressing near-term margins
“margin compression going to be a problem for consumer goods and related companies? In the short term, we think it is”
Is AI Winning The War On Inflation? | ITK With Cathie Wood
2026-04-10 MULTIOMICS / GENOMICS bullish Cathie Wood · video
Multiomics represents a multi-year innovation opportunity that the broader market does not yet understand and prices inefficiently, creating a structural valuation edge for informed investors
“unbelievable opportunities in the space and how inefficiently valued that part of the market is”
Is AI Winning The War On Inflation? | ITK With Cathie Wood
2026-03-10 ENERGY bullish Cathie Wood · video
Five major technology platforms involving 14 converging technologies are still in early stages of a capital spending cycle ARK expects to reach 12%+ of GDP — roughly twice the scale of the Industrial Revolution — creating durable multi-year upside.
“this capital spending cycle is going to go north of 12% of GDP”
90d +5.6% · 180d +18.1%
Cathie Wood: We're Still in the Early Stages of the Biggest Shift in History | 2026 Upfront Summit
2026-03-10 SAAS SOFTWARE bearish Cathie Wood · video
Incremental growth in the enterprise tech stack has been flowing to the platform layer rather than SaaS applications, structurally reducing the investment case for traditional SaaS companies over time.
“we had moved away from SaaS...we were basically out of SaaS”
Cathie Wood: We're Still in the Early Stages of the Biggest Shift in History | 2026 Upfront Summit
2026-02-07 GOLD bearish Cathie Wood · video
Gold has reached historically extreme valuations relative to M2 money supply (exceeding Great Depression highs), inflation is resolving downward per Truflation, removing the core macro rationale for holding gold
“we wouldn't be surprised if gold continued to come down to Bitcoin's benefit”
90d +7.1% · 180d +16.6%
Cathie Wood On Bitcoin Volatility And SaaSpocalypse Fears
2026-02-07 SAAS / SOFTWARE-AS-A-SERVICE STOCKS bearish Cathie Wood · video
SaaS companies are losing share faster than expected to AI-native platform layers, making them victims of the AI revolution with far less than the 20%+ growth previously projected
“software as a service is becoming a victim of this AI revolution”
Cathie Wood On Bitcoin Volatility And SaaSpocalypse Fears
2026-02-07 DATA CENTER INFRASTRUCTURE / AI CAPEX THEME bullish Cathie Wood · video
Hyperscaler capex is doubling in one year (Amazon $90B to $180B) and ARK projects ~25% CAGR in data center system spending through 2030, driven by voracious and fully-utilized GPU demand unlike the dark fiber overbuild of the dot-com era
“GPUs are alive and there's a big scramble for them”
Cathie Wood On Bitcoin Volatility And SaaSpocalypse Fears
2026-02-07 BITCOIN owns Cathie Wood · video
Bitcoin has dropped ~50% from peak amid extreme bearish sentiment, quantum computing fears are overstated (threat likely 10-20+ years away), gold historically precedes Bitcoin rallies, and institutional allocation case remains intact due to 0.14 correlation…
“we had been nibbling at our crypto-exposed stocks... I felt okay we need to leg in and lean into this”
90d +15.8% · 180d -7.2%
Cathie Wood On Bitcoin Volatility And SaaSpocalypse Fears
2026-02-07 ETH bullish Cathie Wood · video
Ethereum is one of the identified big three crypto winners alongside Bitcoin and Solana, positioned to benefit from agentic commerce and native internet currencies as the DeFi ecosystem evolves
“the big three have been identified and those are bitcoin ether and salana”
90d +9.5% · 180d -9.4%
Cathie Wood On Bitcoin Volatility And SaaSpocalypse Fears
2026-02-07 AVGO bullish Cathie Wood · video
Custom ASICs (Broadcom) are taking chip share from GPU vendors like Nvidia and AMD as hyperscaler AI buildout matures, representing a structural shift within the chip market
“a shift from the likes of Nvidia's chips, AMD's chips, to Broadcom's chips”
90d +25.3% · 180d +22.7%
Cathie Wood On Bitcoin Volatility And SaaSpocalypse Fears
2026-02-07 SOL bullish Cathie Wood · video
Solana is one of the three dominant crypto platforms likely to capture the majority of value as the market consolidates around winners in the agentic commerce and DeFi ecosystem
“the big three have been identified and those are bitcoin ether and salana”
Cathie Wood On Bitcoin Volatility And SaaSpocalypse Fears
2026-02-07 GOOGL bullish Cathie Wood · video
Google is doing the right thing by aggressively increasing AI capital spending, and its current multiple compression due to benchmark-sensitive selling creates opportunity as long-term ROI on AI investment is justified
“we think Google is doing the right thing”
90d +23.7% · 180d +10.5%
Cathie Wood On Bitcoin Volatility And SaaSpocalypse Fears
2026-01-23 AI DATA CENTER INFRASTRUCTURE bullish Cathie Wood · video
GPU utilization is high and in short supply unlike dark fiber of the dot-com era, driving data center capex from ~$500B to $1.4T/year by 2030
“Those aren't dark. They're in short supply and they are being used.”
Cathie Wood's Big Ideas 2026 Recap
2026-01-23 STABLECOINS / TOKENIZED ASSETS bullish Cathie Wood · video
Tokenized assets on public blockchains are growing rapidly and expected to expand from $19B to $11T, driven by tokenization of public equities, sovereign debt, and bank deposits
“we ultimately think that's going to 11 trillion”
Cathie Wood's Big Ideas 2026 Recap
2026-01-23 NTLA bullish Cathie Wood · video
Intellia's in vivo CRISPR gene editing trial for HAE offers a one-time cure worth up to $11M in system savings, with a chargeable price around $3M that insurers will accept
“That's Intellia's trial right now and it's in vivo... they'll probably be able to charge 3 million”
90d +8.5% · 180d -23.9%
Cathie Wood's Big Ideas 2026 Recap
2026-01-23 TSLA bullish Cathie Wood · video
Tesla's robotaxi cost structure is now estimated at 50% lower than Waymo's, giving it a decisive competitive advantage as the robotaxi market is being born
“Tesla's competitive edge over Waymo... we now believe it's going to be 50% lower”
90d -16.8% · 180d -16.7%
Cathie Wood's Big Ideas 2026 Recap
2026-01-23 WAYMO / AUTONOMOUS VEHICLE PLATFORMS bullish Cathie Wood · video
Autonomous vehicle platforms will capture the lion's share of a $34T global market cap opportunity by 2030 as only ~24M AVs are needed to cover all US urban miles
“34 trillion dollars in market cap by 2030”
Cathie Wood's Big Ideas 2026 Recap
2026-01-23 DRONE DELIVERY / AUTONOMOUS LOGISTICS bullish Cathie Wood · video
Drone delivery costs will fall from ~$15 (DoorDash) to under $1 over time, a 90%+ reduction, while autonomous trucks cut delivery costs by 60%, creating a massive logistics disruption opportunity
“the cost to deliver by drone will cut delivery costs... to less than a dollar”
Cathie Wood's Big Ideas 2026 Recap
2026-01-23 BITCOIN bullish Cathie Wood · video
Bitcoin's fixed 21M supply cap, role as digital gold, and intergenerational wealth transfer make it a superior long-term store of value versus gold whose supply can be expanded
“Bitcoin's role as digital gold has miles to go”
90d -12.5% · 180d -26.1%
Cathie Wood's Big Ideas 2026 Recap
2026-01-23 PLTR bullish Cathie Wood · video
Platform-as-a-service companies like Palantir are the real winners of the AI boom while legacy SaaS faces disruption, making it the poster child of the right side of change
“the real success story of course has been in the platform as a service part of the tech stack... the poster child there is Palantir”
90d -16.5% · 180d -26.6%
Cathie Wood's Big Ideas 2026 Recap
2026-01-23 LEGACY SAAS SOFTWARE COMPANIES bearish Cathie Wood · video
AI is disrupting legacy SaaS business models, causing market consolidation where most players lose share to a few dominant survivors, similar to how Walmart consolidated retail
“you have to get on the right side of change”
Cathie Wood's Big Ideas 2026 Recap
2026-01-16 TSLA bullish Cathie Wood · video
Tesla is transitioning from low-margin EV hardware (~15% gross margins) to a high-margin SaaS-like robotaxi model (~70-80% margins), which analysts are beginning to price in via upgrades
“this is not an auto company... robotaxis' recurring revenue model, those margins are more in the '70s and '80s”
90d -11.1% · 180d -9.8%
Ark Invest CEO Cathie Wood on 2026 outlook: Expect strong deflationary pressures
2026-01-16 SPACEX (PRIVATE) bullish Cathie Wood · video
SpaceX's next funding round values it near $800B and ARK sees it potentially becoming the first $1T company, with a new data-center-in-space opportunity bypassing terrestrial NIMBY constraints
“we wouldn't be surprised to see it become the first trillion-dollar company”
Ark Invest CEO Cathie Wood on 2026 outlook: Expect strong deflationary pressures
2026-01-16 HOUSING bearish Cathie Wood · video
Home builders like KB Home are cutting prices by 7% and others are following, signaling deflationary housing pressure that undermines earnings
“KB Home cutting its prices by 7%, and others following”
90d +10.5% · 180d +4.6%
Ark Invest CEO Cathie Wood on 2026 outlook: Expect strong deflationary pressures
2026-01-16 BITCOIN bullish Cathie Wood · video
Implied long via ARK's focus on blockchain technology as one of five major deflationary innovation platforms driving future returns
“blockchain technology... all very deflationary in their impact”
90d -21.3% · 180d -32.2%
Ark Invest CEO Cathie Wood on 2026 outlook: Expect strong deflationary pressures
2026-01-16 ARK bullish Cathie Wood · video
Five major innovation platforms—AI, robotics, energy storage, blockchain, and multiomic sequencing—are producing strong deflationary effects that will surprise to the downside on inflation and drive outsized returns
“the surprises are going to be on the low side of inflation expectations”
Ark Invest CEO Cathie Wood on 2026 outlook: Expect strong deflationary pressures
2025-12-13 ETH bullish Cathie Wood · video
Ethereum is the institutional default for layer-2 infrastructure build-out, and while layer-2 commoditization is a risk, value should accrue to the layer-1 as proliferation continues
“Ethereum is what institutions are choosing as they're building on top of the Ethereum layer one”
90d -27.9% · 180d -42.1%
Forget the Magnificent 7: It’s the Era of Mag 6 and... | Cathie Wood, ARK Invest
2025-12-13 NVDA owns Cathie Wood · video
Nvidia delivered a genuine re-acceleration in revenue with margin expansion, and ARK bought the post-earnings dip though the position remains small given emerging competition from hyperscaler custom silicon and the high expectations embedded in the valuation
“we did buy on that setback”
90d +2.2% · 180d +16.4%
Forget the Magnificent 7: It’s the Era of Mag 6 and... | Cathie Wood, ARK Invest
2025-12-13 AMD bullish Cathie Wood · video
AMD has a near-term AI advantage through superior memory capacity for large context windows needed by reasoning models, and is simultaneously taking ~40% CPU share from Intel, making it well-positioned whether Nvidia or custom silicon wins the broader GPU race
“we think AMD's in a very good spot”
90d -6.8% · 180d +135.3%
Forget the Magnificent 7: It’s the Era of Mag 6 and... | Cathie Wood, ARK Invest
2025-12-13 TEM owns Cathie Wood · video
Tempus AI was a higher-conviction AI name bought on weakness after being hit hard, funded by rotating out of lower-conviction names including GitLab following its management disruption
“Tempus AI, we put more...within the AI space”
90d -27.2% · 180d -27.8%
Forget the Magnificent 7: It’s the Era of Mag 6 and... | Cathie Wood, ARK Invest

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